SCHD vs SLWS
SCHD vs SLWS
Schwab US Dividend Equity ETF vs SLW Short Duration Income ETF
Quick Verdict
SCHD has a lower expense ratio. SLWS offers more diversification with 108 holdings.
Side-by-Side Comparison
| Metric | SCHD | SLWS | Winner |
|---|---|---|---|
| Expense Ratio | 0.06% | 0.42% | |
| AUM | $103.7B | $386M | |
| Dividend Yield | 3.31% | 3.68% | |
| Holdings | 104 | 194 | |
| YTD Return | +24.08% | +2.48% | |
| 1Y Return | +31.88% | - | |
| 3Y Return (annualized) | +14.92% | - | |
| 5Y Return (annualized) | +9.85% | - | |
| Volatility (annualized) | 13.6% | - | |
| Max Drawdown | -33.4% | -0.7% | |
| Fund Family | Charles Schwab Asset Management | WisdomTree Investments | |
| Category | Equity | Fixed Income | |
| Inception | Oct 20, 2011 | Dec 19, 2024 |
SCHD vs SLWS Performance
Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management and SLW Short Duration Income ETF (SLWS) is a ETF from WisdomTree Investments. Year to date, SCHD is up 24.08% versus a gain of 2.48% for SLWS.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -33.4% for SCHD and -0.7% for SLWS. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
Fees and Cost Over Time
SCHD charges 0.06% per year while SLWS charges 0.42%. On a $10,000 position that is $6 vs $42 annually, a gap of $36 per year that compounds over a long holding period. On income, SCHD currently yields 3.31% against 3.68% for SLWS.
Holdings Overlap
SCHD and SLWS share 0 holdings out of 208 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, SCHD or SLWS?
SCHD has an expense ratio of 0.06% while SLWS charges 0.42%. SCHD is the cheaper option. On a $10,000 investment, that is $36 per year of difference.
What is the holdings overlap between SCHD and SLWS?
SCHD and SLWS share 0 common holdings with a 0.0% weight overlap. Combined, they hold 208 unique securities.
Which pays a higher dividend, SCHD or SLWS?
SCHD yields 3.31% while SLWS yields 3.68%, so SLWS currently pays the higher dividend yield.
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